Individual Bookkeeping

Bronze Plan

$150/month
  • Services Included
  • 2 Connected Accounts (Bank or Credit)
  • Up to 50 Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • IRS Correspondance

Silver Plan

$250/month
  • Services Included
  • Up to 5 Connected Accounts (Bank or Credit)
  • Up to 100 Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • IRS Correspondance

Gold Plan

$500/month
  • Services Included
  • 5+ Connected Accounts (Bank or Credit)
  • 100+ Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • IRS Correspondance
  • Advisory Service

Business Bookkeeping

Bronze Plan

$300/month
  • Services Included
  • 2 Connected Accounts (Bank or Credit)
  • Up to 150 Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • IRS Correspondance

Silver Plan

$1,250/month
  • Services Included
  • Up to 5 Connected Accounts (Bank or Credit)
  • Up to 400 Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • Invoicing & Bill Pay
  • Employee Reimbursements
  • Form 1099 Filing
  • Up to 10 W2s Filings; $5 per additional
  • Payroll Reconciliation
  • IRS Correspondance

Gold Plan

$2,000/month
  • Services Included
  • 5+ Connected Accounts (Bank or Credit)
  • 400+ Monthly Transactions
  • Annual Federal & State Tax Filing
  • Monthly Financial Statements
  • Invoicing & Bill Pay
  • Employee Reimbursements
  • Form 1099 Filing
  • W2 Filings
  • Payroll Services & Filings
  • Payroll Reconciliation
  • Inventory Accounting
  • Revenue Recognition
  • IRS Correspondance
  • Advisory Service